Advisor profile


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30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance

Community participation

I proudly support the following organizations:

Red Cross, Apheresis Donor - www.redcross.org

St. Joseph's Food Pantry Volunteer, Gilroy

MADD - www.madd.org

Gilroy Garlic Festival

Heifer International, www.heifer.org

Rails to Trails Conservancy, www.railstotrails.org

Interests

In my spare time, I enjoy spending time with and visiting friends and family. One event I look forward to is an annual golf trip with a group of guys. It is something we have been doing every year for about 15 years. One of my passions is cycling. I have completed several centuries and metric centuries in different areas of California. It never ceases to amaze me to think where a bicycle can take you.